Private Credit’s Next Frontier: Unlocking the Power of Asset-Backed Finance – Brookfield Oaktree – 3.31.25

Overview:
Title: Private Credit’s Next Frontier: Unlocking the Power of Asset-Backed Finance
Date: Monday, March 31, 2025
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Asset-Backed Finance (ABF) is poised for growth within the private credit market. As traditional lenders like banks have retrenched from certain lending segments, a void has been created, presenting a compelling opportunity for non-bank lenders to step in and provide financing solutions. ABF, with its diverse range of underlying assets and focus on contractual cash flows, offers the potential for an attractive investment proposition.

Jennifer Marques, Managing Director at Oaktree Capital Management, will explain:

  • What’s in store for 2025: credit market opportunities and risks ahead
  • How ABF is a critical tool for financing day-to-day activities for millions of businesses and consumers globally
  • Why working with an experienced manager is essential to navigate the complexity of the asset class.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Jennifer Marques Jennifer Marques Managing Director and Head of Strategy and Structuring Oaktree Capital Management

Ms. Marques is a managing director and Head of Strategy and Structuring for Oaktree’s Structured Credit strategy, focused on the strategic and operational architecture of the Asset-Backed Finance platform. Prior to this, she led Oaktree’s Global Tax Structuring team, with responsibility for Oaktree’s fund and corporate tax structuring efforts globally. Ms. Marques is also co-chair of Oaktree’s Women’s Leadership Council. Before joining Oaktree in 2017, she worked at Cleary Gottlieb Steen & Hamilton LLP where she practiced as a tax lawyer focused on advising alternative asset management clients on investment and fund structuring. Prior thereto, she spent time as a tax adviser to the Goldman Sachs Merchant Banking and European Special Situations groups. Ms. Marques received a first-class honors degree in law (M.A. oxon) from Oxford University and graduated from the legal practice course with distinction.
Kurtis Cicero Moderator: Kurtis Cicero Vice President, Regional Director – South Central Brookfield Oaktree Wealth Solutions

Kurtis Cicero has served as Vice President at Brookfield Oaktree Wealth Solutions since 2022 and is responsible for the RIA channel distribution in South Central US.

With over 20 years of financial service industry experience, Mr. Cicero was most recently Head of FLX Consulting where he was tasked with advising Asset Manager on strategic initiatives. Prior to that, Mr. Cicero has held various roles with Ivy Investment Management, Bank of New York Investment Management and Voya (ING) Investment Management.

Mr. Cicero holds a bachelor’s degree in management information systems and Operations Management from the University of Arizona. Mr. Cicero holds his Series 7 and 24 licenses and is both a CAIA and CFA charter holder.

FOR FINANCIAL PROFESSIONAL USE ONLY.

This communication is for financial professionals only. Not for use with the retail public.

IMPORTANT DISCLOSURES

All investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money, or the entire investment.

Past performance is no guarantee of future results.

As an asset class, private credit is comprised of a large variety of different debt instruments. While each has its own risk and return profile, private credit assets generally have increased risk of default, due to their typical opportunistic focus on companies with limited funding options, in comparison to their public equivalents. Because private credit usually involves lending to below investment grade or non-rated issuers, yield on private credit assets is increased in return for taking on increased risk.

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The information contained herein is for educational and informational purposes only and does not constitute, and should not be construed as, an offer to sell, or a solicitation of an offer to buy, any securities or related financial instruments. This publication discusses broad market, industry or sector trends, or other general economic or market conditions, and it is being provided on a confidential basis.

FORWARD-LOOKING STATEMENTS
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ID B-703492